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Where to Keep Estate Documents and for How Long?
by Michael Chadwick (Write for us!)
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There's never a shortage of documents - especially in the financial world. Here's a list of what to keep, where and for how long.
| Item | Where | How Long |
| Adoption Papers | Safety Deposit Box | Forever |
| Veteran's papers | Safety Deposit Box | Forever |
| Birth Certificate | Safety Deposit Box | Forever |
| Deeds/Titles | Safety Deposit Box | Forever |
| Health records | Safety Deposit Box | Forever |
| Pension paperwork | Safety Deposit Box | Forever |
| Stocks/Bonds | Safety Deposit Box | Forever |
| Wills | Safety Deposit Box | Forever |
| Credit Report | File | Until new one ordered |
| Employee benefits | File | Until new one received |
| Insurance policies | Safety Deposit Box | Forever |
| Loan paperwork | File | Payoff +10yrs |
| Receipts | File | Warranty expires |
| Soc Sec statement | File | Until new one comes |
| Bank Statements | File | 7 years |
| Cancelled checks | File | 7 years |
| Tax returns | File | 7 years post File |
| Home receipts | File | 7 years post sale |
| Investment records | File | 7 years post sale |
| Warranties | File | Until item is disposed |
| Vehicle repairs | File | Until vehicle is sold |
| Passport | Safety Deposit Box | Until it expires |
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